Tublin-DiFusco Advisors Inc. (TDAI) offers personalized investment advice to individuals and small businesses. TDAI discusses investment goals with clients and monitors portfolios monthly, considering asset allocation, income needs, tax implications, and market trends. Clients receive quarterly reports summarizing their holdings and market values. TDAI does not offer wrap fee programs.
Assets Under Management$120M
Clients137
Advisors2
Avg. per Client$880K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
All fees payable to TDAI are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...